At the forefront of health tech innovation, CopilotIQ is transforming in-home care with the industry's first AI-driven platform that supports individuals through every stage of their health journey-from pre-surgical optimization to acute, post-acute and chronic care. We are helping people live healthier, longer lives by bringing personalized, proactive care directly into their homes. If you're passionate about driving real change in healthcare, join the Team!
What is the Controller role?
As the Controller, you will lead our accounting operations—overseeing the close process, ensuring accurate financial reporting, managing internal controls, and supporting audit readiness. You will deliver monthly, quarterly, and annual financial statements to inform executive decision-making. Collaborating across operations, HR, legal, and other functions, you will align our financial infrastructure with strategic growth initiatives while mentoring the accounting team and optimizing finance systems and controls. A licensed CPA with deep experience in industry-standard ERP tools and GAAP compliance will be best suited to grow this function and help guide the company toward public-market readiness.
What you’ll be doing:
- Own and automate core accounting functions across entities, including month-end close, order-to-cash, procure-to-pay, and record-to-report
- Ensure timely and accurate financial statements and consolidated reporting
- Partner with engineering, product, and operations to implement scalable financial systems and ERP infrastructure
- Design, implement, and enforce standardized accounting policies and internal controls across domestic and international entities
- Build, mentor, and lead a high-performing accounting and finance operations team
- Lead and coordinate the company’s inaugural external audit across all entities
- Manage multi-jurisdictional tax strategy and compliance
- Oversee insurance policies to balance cost, risk, and partner requirements
- Collaborate cross-functionally with clinicians, operators, and engineers to support rapid scaling
- Oversee special finance and infrastructure projects tied to strategic growth initiatives
What you’ll bring
- 12+ years of Finance/Accounting experience including a combination of public accounting, as well as industry accounting experience
- Bachelor’s degree with major coursework in Business Administration, Accounting, Finance required
- CPA (or equivalent) required
- Deep knowledge of GAAP, financial reporting, and internal controls
- A strong sense of mission and a desire to have impact at scale
- Willingness to roll up your sleeves and the ability to zoom out and be a strategic partner for the business
- Strong interpersonal skills and the ability to communicate effectively across a diverse range of departments and levels, including executive management. Ability to maintain positive, professional relationships with personnel at all levels of the organization
- Experience working with venture-backed, high-growth technology companies strongly preferred
- Experience with healthcare industry, SaaS, multinational entities, ASC 606 implementation and transfer pricing strongly preferred
- Experience with ERP and other system implementations a plus, particularly Microsoft Dynamics
